Best Financial Advisors in Owen Sound, ON

“In the adventurous journey of financial planning, Kacie and her team have been our skilled navigators, charting our course with expertise and a keen eye on our financial well-being.”

“She helped us get things on track quickly and was real about our situation without being discouraging.”

“Insurance products, including segregated fund policies are offered through Engaged Financial, and Investment Representatives Mitch Childs and Rob Elder offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.”

“Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to ourCorporate Social Responsibility(CSR) efforts, is the community development project in Honduras ...”

“Our facility is located on the traditional land of the Anishnaabeg people. The Anishnaabeg include the Odawa, Ojibwe and Pottawatomi nations, collectively known as the Three Fires Confederacy. We are grateful to the Chippewas of Saugeen and the Chipp...”

“Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Inc. Banking products and services are offered by referral arrangements through our...”

“I retired in 2010, and we had a lot of financial decisions to make. Glen Izzard helped us set up our LIF & RIFFs, and helped organize our existing accounts. My wife retired in 2013 when her RRSP was converted to a RIFF. We are so grateful to have Gle...”

“I found that going with Gardhouse was way easier (I was able to submit a lot of the stuff via email) and my return was way better than before - not sure if it was magic or if they found things that HR Block missed.”

“We use an active, hands-on approach that takes into account how changing one element of your finances affects other aspects. That is how we identify the optimum way to get the best overall results, whether it involves capital gains harvesting, RIF de...”

“We have had nothing but positive experiences and have seen growth in our investments !”

“Everything from quick responses to the million questions we have to sound investment advice that has been a game changer for us .”

“Owned and operated by Bruce himself, the Gilkinson Financial journey began in 1993, after he graduated from Conestoga College with a Business Administration Accounting Diploma. Bruce then opened Gilkinson Tax Planning in his hometown of Listowel, Ont...”

“Excellent service.”

“For the first time in my life, I have an entire team of people working to achieve my goals.”

“Jaguar Capital, led by Gerard Buckley, is an invaluable resource for growth companies that want to continue stable growth by ensuring that a proper governance structure is in place.”